Leo

Case Manager – Bankruptcy Law

Managed client files for bankruptcy cases, specializing in Chapter 7 with experience in Chapter 13., Ensured all required documentation—such as pay stubs, personal identification, and financial records—was complete prior to petition filing and final settlement., Conducted thorough follow-ups with clients to collect missing information and maintain accurate records., Coordinated with attorneys to prepare and file petitions, ensuring compliance with court requirements and deadlines., Guided clients through the process to secure case numbers and advance toward resolution.

Customer Service

Delivered exceptional customer service by addressing inquiries and resolving product- and order-related issues., Assisted customers in selecting frames and lenses, providing personalized recommendations based on prescription strength, style preferences, and desired add-ons., Utilized CRM software to track customer interactions, maintain accurate records, and improve service efficiency., Tracked and coordinated package deliveries from the U.S. to Canada, ensuring timely arrival., Conducted follow-up communications to confirm satisfaction and resolve outstanding concerns., Managed a high volume of inbound calls while maintaining a professional and customer-focused approach.

Loan Officer – Soft Collections & Customer Service Specialist

Contacted clients to arrange repayment in a professional and non-aggressive manner., Negotiated payment plans or settlement amounts to help clients resolve outstanding balances., Maintained accurate records of communications, agreements, and payment arrangements., Built rapport with clients to encourage cooperation and timely repayment., Evaluated loan applications by reviewing credit scores, income verification, and applicant history to determine eligibility., Collected and verified required documentation, including Social Security information, to ensure accuracy and compliance., Approved and released funds for qualified applicants; denied applications that did not meet lending criteria., Provided clear explanations to clients regarding approval decisions and loan requirements.

Legal Assistant – Personal Injury Law

Collected, examined, and organized legal documents for attorney review and case preparation., Provided bilingual support by translating documents and communications between Spanish and English., Managed both physical and digital client records, ensuring accuracy and up-to-date information., Reviewed client accounts to identify current issues and recommend potential solutions., Worked in the Department of Liability Determination, opening claims, filing police reports, and supporting investigative processes., Supported attorneys in all phases of personal injury cases, from intake to settlement.

CS rep / Demand SDR

Worked in both residential and commercial environments, ensuring client visions were met through clear communication and collaboration., Applied spray painting, finishing touches, and detailing for both interior and exterior projects using water-based and oil-based paints., Operated various machinery and equipment, including boom lifts, forklifts, and single-person lifts, in compliance with safety protocols., Followed up with customers post-project to confirm satisfaction and maintain strong client relationships.